In this article from Financial Planning Magazine detailing the CFP’s release of a “Generative AI Ethics Guide”, John O’Connell weighs in, noting that while the guide provides sound direction on use cases where AI technologies can be used to save time for an advisor, “It should include guidance on educating the advisor on the risks of using AI technologies.”
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O'Connell authored this article for Wealth Management Magazine where he discusses... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
